Terms and Conditions
Domain Ownership & Management: You maintain full ownership and administrative control of your domain name. If you or a third party (including IT providers, compliance departments, or marketing firms) manage your domain registrar account, you are responsible for ensuring timely renewals, accurate DNS records, and the security of all account credentials. If a third party manages your domain, it is your responsibility to ensure their responsiveness during site launch.
Oechsli Access: If you choose to authorize Oechsli as a guest, delegated, or technical contact within your registrar, such access is provided on an as-needed basis to complete the website setup process. Oechsli will not modify settings beyond what is required for launch or maintenance without your authorization.
Security & Liability: You acknowledge that Oechsli is not liable for domain-related issues, including registrar outages, domain expiration, unauthorized access, or DNS disruptions. Responsibility for registrar security—including password protection and access permissions—rests solely with you.
Hosting: Oechsli includes website hosting using an industry-leading hosting provider. Your site will be fast, backed up weekly, and reliable (our goal is 99.9 percent uptime). Email is not included in this service.
Storage: Media storage is limited to 10GB, which is plenty in most cases. The website media library is not for storing files that are not used for the website. You’ll want to host videos elsewhere (Wistia, Vimeo, etc.) and embed them in your website.
Page Designs: Oechsli will design up to 7 pages for you, which includes pages like Home, About, Contact, Process, Services, Resources, etc. The following types of pages do not count towards the 7 total page count:
- Posts (up to ten articles/videos)
- Individual team members
- Privacy Policy and Disclaimers
- Thank you page
If more than 7 page designs are needed, they will be billed at $500 each.
Out-Of-Scope Design Requests: There certain design requests we cannot accommodate:
- Unconventional layouts – i.e. make my images go around in a spiral
- Custom animations – i.e. make my logo spin in circles then dissolve
- Preloaders – i.e. show a loading page before my homepage
- Extra Features – i.e. sliders, carousels, megamenus
- Advanced features – i.e. calculators, user management, ecommerce, etc.
- Managing your current website (updates, plugins, hosting, etc.) during the build of your new site
Advisor Generated Content: If you create content like podcasts, articles, and videos, they can be included in your website, however the way in which they are shown isn’t something you’re able to influence. For example, we have a great format for showing podcasts, but are not going to build custom functionality into that for you.
Design Reviews: Oechsli provides two rounds of revisions on web designs. After the two rounds of revisions, additional design work and revisions will be billed at $150 per hour.
Content Migration: Oechsli will migrate up to 10 articles and 10 videos from your old site to your new site. Additional blog posts can be migrated for a fee. If your site is currently hosted on the WordPress platform, the limitations don’t apply.
Images and Videos: In instances where Oechsli needs to purchase images or videos for your new site, those costs will be passed along to you. We will get your approval first, after having seen the watermarked versions on the development site.
Design Credit: All Oechsli web design clients will have a “Built with Oechsli” link on their website in the footer of every page. This link may NOT be removed without our consent. You may pay Oechsli a fee of $250 to have this link permanently removed.
Delay Policy: Our Web Design Process describes specific feedback windows.For example, you have three days to sign off on the Site Plan, seven days for initial and secondary site revisions, and fourteen days for compliance approval. If in total, you cause more than 30 days of delays, we will mark your site as “Inactive” and a $1,000 fee will be required to resume work on your site.
Monthly Fee: Our web design services involve a down payment and monthly fees. Monthly billing will begin at launch or 3 months from registration whichever comes first.
Website Edits: We include two hours of website edits in your monthly hosting fee. These are edits that our web team makes for you and include things like posting new content, making small page edits, and other similar tasks. If you need more than those two hours in a given month, the fee is $150 per hour and we’re happy to give you a quote in advance. We also provide a range of DIY options that give you more control, may be done more quickly, and don’t count towards your two hours of included edits each month.
Business Hours and Response Times: Website edits and service requests are processed during regular business hours (Monday-Thurs, 9 AM-5 PM, Friday 9AM-4PM EST, excluding holidays). Requests received after 3 PM on Fridays or before holidays will be processed on the next business day. Rush service requests may incur additional fees and are subject to availability.
Request Prioritization:“Multiple simultaneous edit requests will be prioritized at our discretion unless specific priority is indicated and agreed upon in advance.
Revision Definition: A ‘revision round’ consists of a single set of consolidated feedback. Multiple separate feedback submissions will count as separate revision rounds.
Scope Creep Protection: Changes to project requirements after approval of the site plan may result in timeline adjustments and additional fees.
Technical Support Hours: Editorial support is available during business hours only. Emergency after-hours support may be available at premium rates, subject to staff availability. Technical issues, like downed site or form, will be addressed subject to staff availability but will be prioritized.
Compliance Requirements Timing:Compliance requirements must be communicated during the initial design phase. Late-stage compliance changes may incur additional fees.
Content Deadlines:All required content (text, images, videos) must be provided within specified timeframes. Content delays will directly impact project timelines.
Third-Party Integration Limitations:Integration with third-party tools and platforms is limited to those explicitly agreed upon during the planning phase. Additional integrations may incur fees.
Regular Maintenance (Included in Monthly Fee):
- Text updates to existing pages (content changes, corrections)
- Swapping individual images with properly formatted replacements
- Adding blog posts or news items using existing templates
- Minor contact information updates
- Simple form field adjustments
- Adding/removing team members using existing templates
- Basic SEO metadata updates
- Publishing pre-approved content
- Minor color or font adjustments that don’t alter the overall design scheme
Meeting Attendance and Scheduling:
Project meetings are an essential part of our collaborative process and are scheduled to keep your project on track. Additional meetings beyond those included in the project scope may be billed at our hourly rate of $150
Communication Response Times: To ensure efficient and effective communication throughout our relationship, we have established the following response time expectations:
- Project Management System Messages: Responses within 1-2 business days
- Email/Ticket Communications: Responses within 1-2 business days
- Phone Calls: Returns within 1-2 business day (if a voicemail is left)
- Emergency Issues: For website downtime or critical functionality issues, we aim to acknowledge within standard business hours and after-hours subject to staff availability.
Content Library: We provide access to a library of personal finance articles and will pre-fill your site with ten during the site creation. These articles are provided as-is; we do not edit them to fit your needs. However, you are welcome to modify them for compliance, editorial, or niche reasons using the CMS we provide.
Device Compatibility: We strive for responsiveness across a variety of phones, tablets, and desktops.
Google Analytics: As part of your site build, we will set you up with Google Analytics. We do not actively monitor your metrics, nor do we offer advice on how to improve them.
Copywriting: Oechsli provides copywriting services for the 7 core pages included in your website package (e.g., Home, About, Contact, Process, Services, Resources, etc.) as part of the standard offering. However, we do not provide copywriting for individual team bios. If you have existing bios, we will use them as-is. If no bio is provided, only your image and title will be displayed. Should you require us to write bios, these can be arranged at $200 for each bio.
ADA Compliance: ADA compliance is complex and evolving. While Oechsli does seek to build sites that all users can navigate, it is not our responsibility to ensure your site is ADA compliant and we will not be held liable for any ADA-related violations or lawsuits.
Access to Backend: A CMS is provided for client-use and enables you to make basic edits to your website. At no point do we allow you, or a third party, to access the back end of our sites. This includes adding plugins, adding scripts or modifying code files. If you’ve hired an SEO provider, they are allowed to use our designated suite tools to enter this information.
Archiving: We do not offer archiving and have limited backups for restoration and migration purposes not for archiving purposes. We can offer direction on archiving as necessary.
Launch Guidelines: Launching a new site may take up to 48 hours. This allows for bug fixes, caching, etc. Factor this into your plans for announcing your new site to your audience.
Cancellation of Services: Upon cancellation, you retain your domain name, website copy, and any original content you personally created (blog posts, PDFs, etc). The design frameworks, graphics, Oechsli articles, and other platform tools remain part of the service and are not transferable. If you choose to leave Oechsli, you’ll want to have another site ready to go before cancellation.
We do require a 24 month commitment to our websites program. If you decide to cancel services before then, our firm but fair cancellation policy applies and you will need to pay 50% of the remaining payments before any assets are delivered.
In addition, if the website undergoes a full refresh or redesign, the 24-month commitment period will reset from the start of the new project.
Out of Scope: The following website elements are outside the scope of our agreement:
- Email management
- Managed SEO strategy
- Hosting your videos
- Website marketing strategy
- Analytics reporting
- Adding other 3rd party plugins
Disclaimer: Oechsli will make every reasonable effort to create a website that is functional and effective, but in no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website. You are responsible for reviewing the website made by Oechsli to ensure consistency with branding, messaging, and compliance standards. Without limiting the foregoing, Oechsli disclaims all warranties, express or implied with regard to the services provided as part of the web design program.
